See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $247,668 | $114,381+116.5% | $107,525+130.3% | $142,382+73.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 8.72% | 242.71%-234.0pp | 181.32%-172.6pp | 217.08%-208.4pp |
| Employer contribution / active EE | $2,314 | $4,015-42.4% | $3,754-38.4% | $4,299-46.2% |
| Participant deferral / active EE | $3,506 | $5,564-37.0% | $5,116-31.5% | $6,507-46.1% |
| Admin fee / account holder | $5,861 | $9,860-40.6% | $8,919-34.3% | $12,624-53.6% |